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FirstEnergy

630 hedge funds and large institutions have $15.4B invested in FirstEnergy in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 209 increasing their positions, 209 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 79

21% more call options, than puts

Call options by funds: $189M | Put options by funds: $156M

16% more capital invested

Capital invested by funds: $13.3B → $15.4B (+$2.1B)

3% more funds holding

Funds holding: 610630 (+20)

1.79% more ownership

Funds ownership: 80.21%81.99% (+1.8%)

0% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 209

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
630
Holders Change
+20
Holders Change %
+3.28%
% of All Funds
11.06%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
105
Increased
209
Reduced
209
Closed
79
Calls
$189M
Puts
$156M
Net Calls
+$32.7M
Net Calls Change
+$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
526
Loomis, Sayles & Company
Massachusetts
$19K +$17.5K +535 New
WP
527
WealthShield Partners
North Carolina
$19K +$18.3K +560 New
CAL
528
Capital Advisors Ltd
Ohio
$18K
CFA
529
Carroll Financial Associates
North Carolina
$18K
MCM
530
Manchester Capital Management
Vermont
$17K
MRCM
531
M&R Capital Management
New Jersey
$17K
CH
532
Canton Hathaway
Rhode Island
$17K +$16.3K +500 New
GWSG
533
GPS Wealth Strategies Group
Colorado
$17K +$16.3K +500 New
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$16K +$13K +398 +553%
TF
535
TimeScale Financial
Massachusetts
$15K +$98 +3 +0.7%
COCM
536
Charter Oak Capital Management
New Hampshire
$14K +$163 +5 +1%
SIM
537
Sonora Investment Management
Arizona
$14K +$7.28K +223 +122%
OIA
538
Optimum Investment Advisors
Illinois
$14K +$13.1K +400 New
CAC
539
Certified Advisory Corp
Florida
$14K +$13.5K +413 New
TFIPS
540
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.9K
VBCG
541
Valley Brook Capital Group
Pennsylvania
$13K
ETC
542
Exchange Traded Concepts
Oklahoma
$13K +$12K +368 New
WT
543
Whittier Trust
California
$12K
MWP
544
Meridian Wealth Partners
Pennsylvania
$12K +$11.2K +342 New
FF
545
FourThought Financial
Florida
$11K -$10.4K -317 -48%
AA
546
Ancora Advisors
Ohio
$11K
ME
547
McIlrath & Eck
Washington
$11K
SA
548
SRH Advisors
Kansas
$11K
PK
549
Pflug Koory
Nebraska
$11K +$8.49K +260 +520%
KFS
550
Kelly Financial Services
Massachusetts
$10.4K

FE Hedge Fund Activity: Q1 2021 in Review

630 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2021, worth a combined $15.4B — up 16% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new FE positions and 79 closed out — a net gain of 26 holders — while 209 added to existing stakes and 209 trimmed.

The largest buyer was Icahn Carl, opening a new position worth an estimated $620M. The largest seller was Nuveen, cutting an estimated $118M.

  • 630 institutional investors held FirstEnergy (FE) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $15.4B of FirstEnergy stock for Q1 2021, up 16% quarter-over-quarter.
  • 105 funds opened new FirstEnergy positions in Q1 2021 and 79 closed out, a net change of +26 holders.
  • The largest FirstEnergy buyer in Q1 2021 was Icahn Carl, an estimated $620M added.
  • The largest FirstEnergy seller in Q1 2021 was Nuveen, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2021.